Blog

Planning for Higher Taxes

Nov 04, 2015

With any new government, the introduction of new legislations may come as a bit of a surprise, especially in the case of tax laws. While incorporating tax efficiencies should always be considered, the upcoming rates only amplify the importance of planning for high-income earners. In order to effectively navigate the waters, we provide several tax-saving strategies for your consideration.

Election 2015: Change is Coming

Oct 19, 2015

Today marks Election Day here in Canada – a day that many of us have been anticipating for the last couple of months. Over the past year, Canada has experienced a fair share of new challenges and obstacles in both political and economic environments. Although the future of our leader is uncertain, it is clear that we, as Canadians, will be a part of massive change. CWB McLean & Partners remains 100% committed to navigating the waves of volatility, and despite change, we are steadfast to serving our client’s best interests.

Will Europe Go Into Recession?

Jul 06, 2015

Greek voters delivered an overwhelming "no" vote to the proposed terms of a bailout by the Euro Zone; the markets are showing continued volatility, and are subject to extreme headline risk; and ultimately, a recession in Europe is in question.

Change in Alberta Carbon Emission Tax System

Jun 30, 2015

Alberta's climate change regulatory system, which was due to expire at the end of June, 2015, was extended to 2017, as an interim measure by the newly-elected NDP government.

Sea of Change in Euro Telecom

Jun 29, 2015

Changes in the European telecom industry has benefited the big players, turning them from purported losers into clear winners - and McLean & Partners' International Strategy holds two of the biggest beneficiaries of this transformation.

Greek Saga Continues

Jun 29, 2015

Over the weekend, news poured in regarding the intensification of the crisis in Greece, and the headlines have continued into this week. EU-Greece talks were called off on Friday when the Greek Prime Minister, Alexis Tsipras, abruptly announced that a national referendum will be held on Sunday, July 5th to decide whether Greece should accept the terms of the new bailout program.

TMI celebrates its third birthday

Jun 19, 2015

CWB McLean & Partners Tactical Monthly Income (TMI) Strategy celebrates its third birthday this month. This strategy has provided investors with a solid foundation geared towards lowering volatility. With a diversified portfolio of Global Equity and Fixed Income securities, TMI has provided stability for Canadian investors during this difficult time surrounding the large scale correction in the energy market.

Taking Advantage of Income Splitting Loans

May 19, 2015

When considering wealth management options and the resources available, it's important to note that only one portion of the plan deals with asset investment. The big picture ties in other areas that provide you with peace of mind when it comes to your family's well-being, and in addition provides individuals numerous advantages when considering the options available.

Meanwhile in China...

Apr 30, 2015

Looking back to the beginning of Q3 2014, investors had basked in an incredible run in the U.S. markets and were being rewarded locally due to triple-digit oil prices and substantial movement within the energy sector; but what did investors do with those earning?

Positioning Yourself for Opportunities

Apr 02, 2015

Over the past three and five year periods, the international markets have considerably outperformed the Canadian market; and as a result, investors who took advantage of this notion benefited in the face of depressed commodity prices, a large correction in the energy sector, and a substantially weakened Canadian dollar.